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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
6+ months
1+ year
2+ years
3+ years
5+ years
10
50
100
250
500
1,000
2,500
5,000
10
50
100
250
500
1,000
2,500
5,000
| # | Name | AUM |
AUM Growth |
AUM Growth % |
Quarter Est. Return |
3 Year Est. Return | Holdings | Portfolio Turnover |
Avg Holding Period (Yrs) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 4176 |
4176
Fairhaven Wealth Management
Oak Brook,
Illinois
| $243M | -$8.22M | -3% | 1.37% | – | 122 | 4.92% | 1.7 |
|
| 4177 |
4177
Malaga Cove Capital
Pv Estates,
California
| $243M | +$8.09M | +3% | 0.03% | 97.3% | 187 | 28.88% | 1.5 |
|
| 4178 |
4178
Piershale Financial Group
Barrington,
Illinois
| $243M | -$11.3M | -4% | 0.7% | 82% | 38 | 47.37% | 1.2 |
|
| 4179 |
4179
Copperwynd Financial
Scottsdale,
Arizona
| $243M | +$6.86M | +3% | 3.5% | 90% | 129 | 17.05% | 2.3 |
|
| 4180 |
4180
Quadrant Private Wealth Management
Center Valley,
Pennsylvania
| $242M | -$4.39M | -2% | 0.01% | 100% | 202 | 9.41% | 2 |
|
| 4181 |
4181
Weik Capital Management
Wyomissing,
Pennsylvania
| $242M | -$14.7M | -6% | 0.35% | 71.6% | 115 | 5.22% | 5.4 |
|
| 4182 |
4182
Denver PWM
Denver,
Colorado
| $242M | +$3.19M | +1% | 1.19% | 48.6% | 97 | 5.15% | 1.8 |
|
| 4183 |
EE
4183
EWG Elevate
Roseville,
California
| $242M | -$16.1M | -6% | 0.67% | 76% | 106 | 39.62% | 0.9 |
|
| 4184 |
4184
Parisi Gray Wealth Management
Mendham,
New Jersey
| $242M | -$31.3M | -11% | 0.07% | 137% | 609 | 78.82% | 2.5 |
|
| 4185 |
4185
Versant Venture Management
San Francisco,
California
| $242M | -$60.3M | -20% | 14.7% | 409% | 11 | 0% | 2.5 |
|
| 4186 |
4186
InterWest Venture Management
San Francisco,
California
| $241M | -$75.5M | -24% | 19.4% | 57.6% | 11 | 18.18% | 2.9 |
|
| 4187 |
JPC
4187
Jabodon PT Co
Reno,
Nevada
| $241M | +$138M | +133% | 9.3% | 61.9% | 35 | 91.43% | 0.2 |
|
| 4188 |
4188
Lapides Asset Management
Greenwich,
Connecticut
| $241M | -$9.42M | -4% | 4.32% | 63% | 89 | 19.1% | 2.7 |
|
| 4189 |
4189
Mokosak Advisory Group
Urbandale,
Iowa
| $241M | +$3.12M | +1% | 1.13% | 59.2% | 25 | 12% | 1.9 |
|
| 4190 |
4190
William Marsh Rice University
Houston,
Texas
| $241M | +$8.75M | +4% | 3.84% | 1.81% | 7 | 71.43% | 1.2 |
|
| 4191 |
4191
Beech Hill Advisors
New York
| $241M | -$5.39M | -2% | 2.68% | 117% | 87 | 5.75% | 3.3 |
|
| 4192 |
4192
Heritage Way Advisors
Rockford,
Illinois
| $241M | -$2.53M | -1% | 1.4% | 79.4% | 70 | 4.29% | 3.1 |
|
| 4193 |
HIM
4193
Hotaling Investment Management
Wayne,
Pennsylvania
| $241M | -$5.32M | -2% | 1.06% | 52.6% | 134 | 16.42% | 1.8 |
|
| 4194 |
4194
Oak Asset Management
Westlake Village,
California
| $241M | +$2.78M | +1% | 2.3% | 91.8% | 100 | 7% | 1.8 |
|
| 4195 |
4195
Ballast Advisors
Woodbury,
Minnesota
| $241M | +$4.05M | +2% | 0.77% | 73.9% | 183 | 4.37% | 1.5 |
|
| 4196 |
4196
Income Research & Management
Boston,
Massachusetts
| $240M | -$30.6M | -11% | 0% | 1.19% | 17 | 17.65% | 1.6 |
|
| 4197 |
4197
Crestwood Capital Management
New York
| $240M | -$17.7M | -7% | 5.06% | 203% | 24 | 33.33% | 1.8 |
|
| 4198 |
4198
Verde Capital Management
Clarkston,
Michigan
| $240M | +$2.6M | +1% | 1.1% | 80.3% | 42 | 14.29% | 1.2 |
|
| 4199 |
4199
Baldrige Asset Management
Allentown,
Pennsylvania
| $240M | +$9.24M | +4% | 0.11% | 43.5% | 365 | 4.38% | 0.7 |
|
| 4200 |
4200
Keywise Capital Management (HK)
Hong Kong
| $239M | -$169M | -41% | 30.2% | 684% | 25 | 60% | 0.4 |
|